Core Viewpoint - Tsugami Machine Tool China (01651) has seen its stock price rise over 6%, reaching a new historical high of 37.4 HKD, following the announcement of its half-year performance forecast for FY2026, which indicates a significant profit increase [1] Financial Performance - The company expects to achieve a net profit of 500 million HKD for the six months ending September 30, 2025, representing a year-on-year growth of 48.0% [1] - This projected profit growth notably exceeds the average growth rate within the industry, positioning the company as a leading player in the machine tool sector's recovery [1] Business Development - Tsugami Machine Tool China has established a cooperation intention with a leading liquid cooling equipment company, anticipating that this collaboration will contribute to revenue in 2026 [1] - The liquid cooling business is expected to become the company's second growth curve, following its automotive parts sector [1] Market Context - Global liquid cooling production capacity is currently facing shortages, leading to a rapid increase in orders for manufacturing equipment [1] - As indicated by the company's profit forecast, equipment manufacturers are likely to benefit significantly from the demand surge associated with the expansion of the liquid cooling industry chain [1]
津上机床中国涨超6%再创新高 公司已与行业头部液冷设备企业达成合作意向